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Despite increased volatility, Treasury yields ended January virtually unchanged. Read more here.
SeekingAlpha
Eliminating the DOE will have little impact on municipal bonds, as schools rely mostly on state and local funding, though short-term disruptions in grants...
SeekingAlpha
Current estimates suggest that over $70 billion in municipal credits are exposed to these events, with overall economic losses estimated to be as high as $275 billion.
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The municipal bond market is inefficient, fractured and constantly in flux, and active muni investors are much better equipped to navigate it than passive ones.
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The municipal bond market closed 2024 much as it began â highly volatile â providing substantial opportunities for active managers.
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As most economies enter the latter stages of the normalization process, investors must square current conditions with the impacts of potential policy changes, particularly in the US.
SHM - SPDR Nuveen Bloomberg Short Term Municipal Bond ETF contains 775 holdings. The top holdings include
Name | Weight |
---|---|
- | 1.01% |
- | 0.92% |
- | 0.91% |
- | 0.84% |
- | 0.72% |
- | 0.64% |
- | 0.63% |
- | 0.61% |
- | 0.61% |
- | 0.55% |
- | 0.52% |
- | 0.5% |
- | 0.49% |
- | 0.49% |
- | 0.45% |
- | 0.44% |
- | 0.44% |
- | 0.43% |
- | 0.42% |
- | 0.42% |
- | 0.42% |
- | 0.41% |
- | 0.41% |
- | 0.41% |
- | 0.4% |
- | 0.4% |
- | 0.4% |
- | 0.38% |
- | 0.38% |
- | 0.38% |
Sector | Weight |
---|---|
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PSA | 48.17% | $52.77B | +5.23% | 3.96% |
AMT | 46.32% | $88.78B | +0.28% | 3.38% |
CUBE | 43.39% | $9.51B | -4.39% | 4.83% |
EXR | 43.22% | $33.06B | +10.00% | 4.15% |
SBAC | 41.88% | $22.38B | -1.82% | 1.87% |
NSA | 41.80% | $2.88B | +2.27% | 5.91% |
CCI | 41.37% | $39.06B | -16.78% | 6.96% |
NNN | 38.33% | $7.65B | +0.39% | 5.65% |
LEN | 38.12% | $32.86B | -16.48% | 1.60% |
RKT | 37.01% | $1.88B | +9.91% | 0.00% |
AGNC | 36.37% | $9.26B | +7.95% | 13.89% |
O | 35.97% | $48.07B | +5.57% | 5.69% |
NLY | 35.92% | $11.73B | +10.86% | 12.35% |
DHI | 35.33% | $40.76B | -11.03% | 1.07% |
PFSI | 34.85% | $5.18B | +11.19% | 1.08% |
HD | 34.77% | $409.69B | +14.22% | 2.16% |
CCS | 34.05% | $2.22B | -19.34% | 1.44% |
PHM | 33.98% | $21.60B | +2.12% | 0.76% |
SAFE | 33.55% | $1.25B | -18.60% | 4.03% |
RYN | 33.29% | $3.80B | -24.08% | 4.44% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
NANC | -0.03% | $208.57M | 0.73% | |
TPMN | -0.10% | $34.10M | 0.65% | |
AMLP | -0.10% | $10.67B | 0.85% | |
XAR | 0.11% | $2.88B | 0.35% | |
GDIV | -0.11% | $288.28M | 0.5% | |
URA | 0.11% | $3.49B | 0.69% | |
RPG | -0.11% | $1.78B | 0.35% | |
FIDU | -0.16% | $1.31B | 0.084% | |
XLK | 0.20% | $74.34B | 0.09% | |
MLPA | -0.20% | $1.81B | 0.45% | |
TESL | 0.23% | $21.59M | 1.2% | |
URNJ | 0.24% | $247.61M | 0.8% | |
FFLC | 0.25% | $780.55M | 0.38% | |
FV | 0.26% | $3.98B | 0.9% | |
BBLU | 0.27% | $242.19M | 0.15% | |
CORN | -0.28% | $65.57M | 0.2% | |
AMDY | 0.29% | $157.42M | 0.99% | |
FLMX | 0.30% | $61.18M | 0.19% | |
FXL | 0.31% | $1.48B | 0.62% | |
WINN | 0.37% | $752.69M | 0.57% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BK | -<0.01% | $62.35B | +57.14% | 2.09% |
DCTH | <0.01% | $520.53M | +260.18% | 0.00% |
TSEM | -0.01% | $5.35B | +46.67% | 0.00% |
GPCR | 0.01% | $1.40B | -45.60% | 0.00% |
GLAD | -0.01% | - | - | 6.37% |
NOK | -0.02% | $26.81B | +42.17% | 2.77% |
MLM | -0.02% | $32.49B | -0.74% | 0.57% |
MTZ | -0.02% | $10.85B | +87.65% | 0.00% |
FI | 0.05% | $130.78B | +55.31% | 0.00% |
DOW | -0.05% | $26.98B | -30.51% | 7.12% |
F | -0.05% | $37.06B | -25.32% | 6.34% |
EMBC | -0.05% | $938.81M | +9.27% | 3.71% |
FHI | -0.06% | $3.14B | +11.55% | 3.22% |
SMR | 0.06% | $2.95B | +767.02% | 0.00% |
ARIS | 0.06% | $831.20M | +189.11% | 1.48% |
VSCO | 0.06% | $2.55B | +8.01% | 0.00% |
BRKL | -0.07% | $1.11B | +20.78% | 3.30% |
IRDM | 0.07% | $3.64B | +4.99% | 1.69% |
STG | -0.07% | $35.60M | -18.31% | 0.00% |
AMD | -0.09% | $181.19B | -36.74% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
UUP | -42.49% | $389.72M | 0.77% | |
USDU | -40.92% | $282.00M | 0.5% | |
CTA | -27.87% | $681.78M | 0.76% | |
DBMF | -23.25% | $1.41B | 0.85% | |
QQA | -20.59% | $165.28M | 0% | |
FLJH | -20.50% | $86.74M | 0.09% | |
DXJ | -20.12% | $3.78B | 0.48% | |
CLOZ | -20.08% | $926.79M | 0.5% | |
HEWJ | -18.81% | $355.37M | 0.5% | |
DBJP | -18.69% | $394.19M | 0.45% | |
KMLM | -15.63% | $327.00M | 0.9% | |
RSPA | -15.58% | $274.60M | 0% | |
PBDC | -14.68% | $188.37M | 13.94% | |
IGBH | -14.48% | $127.49M | 0.14% | |
PSCE | -14.05% | $85.60M | 0.29% | |
CETH | -13.92% | $19.57M | 0% | |
ETHA | -13.75% | $3.65B | 0.25% | |
FETH | -13.75% | $1.18B | 0.25% | |
ETHV | -13.68% | $124.64M | 0% | |
BTC | -13.66% | $3.28B | 0.15% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TFI | 81.46% | $3.71B | 0.23% | |
FMB | 80.56% | $2.04B | 0.65% | |
MUNI | 79.86% | $1.79B | 0.35% | |
NYF | 79.84% | $830.61M | 0.25% | |
MUB | 79.76% | $39.86B | 0.05% | |
JMUB | 79.75% | $2.35B | 0.18% | |
ITM | 79.31% | $1.94B | 0.18% | |
VTEB | 78.68% | $35.97B | 0.03% | |
SUB | 78.50% | $8.92B | 0.07% | |
CGMU | 78.43% | $2.83B | 0.27% | |
CMF | 78.42% | $3.86B | 0.08% | |
PZA | 76.00% | $3.06B | 0.28% | |
TAXF | 76.00% | $520.32M | 0.29% | |
DFNM | 75.70% | $1.49B | 0.17% | |
MLN | 74.84% | $524.26M | 0.24% | |
SCMB | 74.11% | $527.67M | 0.03% | |
MMIN | 73.48% | $477.94M | 0.3% | |
FMHI | 72.14% | $779.24M | 0.7% | |
CGSM | 71.85% | $598.14M | 0.25% | |
IBMR | 71.81% | $196.29M | 0.18% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
LPLA | -32.54% | $27.88B | +44.62% | 0.32% |
HQY | -30.24% | $9.87B | +39.58% | 0.00% |
FCNCA | -29.32% | $29.48B | +37.36% | 0.33% |
UNM | -26.48% | $13.78B | +54.91% | 2.15% |
JPM | -25.98% | $777.93B | +53.62% | 1.73% |
IBKR | -24.32% | $25.57B | +124.54% | 0.36% |
CRBG | -24.26% | $18.22B | +27.93% | 2.83% |
GEO | -23.56% | $3.87B | +134.78% | 0.00% |
LNC | -23.30% | $6.68B | +40.31% | 4.57% |
AIG | -22.66% | $47.66B | +8.68% | 2.07% |
COF | -22.19% | $75.22B | +44.70% | 0.91% |
AMP | -21.21% | $52.36B | +35.67% | 1.10% |
PRU | -21.04% | $39.84B | +2.40% | 4.64% |
EQH | -20.57% | $16.84B | +55.27% | 1.75% |
WTTR | -20.18% | $1.28B | +57.79% | 2.07% |
HTGC | -20.05% | - | - | 8.14% |
JXN | -19.85% | $6.86B | +76.25% | 3.00% |
SYF | -19.52% | $24.91B | +60.80% | 1.55% |
SLM | -19.49% | $6.37B | +48.17% | 1.53% |
OBDC | -19.44% | $7.82B | +3.74% | 9.68% |